---
title: "Setting Up Your Milestone Campaign: Anniversaries"
description: Set up an automated anniversary campaign to recognize every team member’s work milestone on time, every time.
---

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1. [The Help Hub](https://docs.caroo.com/help?hsLang=en)
2. [Sending & Managing Recognition](https://docs.caroo.com/help/sending-managing-recognition?hsLang=en)

September 10, 2026

# Setting Up Your Milestone Campaign: Anniversaries

## Automate work anniversary gifting to make every milestone count.

Anniversaries are key moments to recognize loyalty and dedication. With automated anniversary campaigns, you can ensure every team member receives thoughtful recognition on their work anniversary—without the need for manual tracking.

### 🛠️ How to set up an anniversary campaign

1. Choose the gift you would like to feature in your campaign.

You have the option to create a tiered Anniversary campaign based on employees' tenure with the company—learn more about [how to set up a tiered Anniversary campaign](https://docs.caroo.com/help/how-to-set-up-a-tiered-anniversary-campaign?hsLang=en).

Additionally, if you wish to establish multiple Anniversary campaigns for different groups (such as one for your C-Level Team and another for your Mid-Level Team), you can easily do so by repeating this step for each group!

2. After selecting your gift, choose \*\*Automated Milestones\*\* as your subscription type, then select \*\*Anniversary\*\*.

3. Next, you will be prompted to add your recipients. You have several options to do this:

- Click on "Add New Contact" to manually enter the information for individuals. If you need assistance with this process, please refer to our article on [How to Create a New Contact](https://docs.caroo.com/help/how-do-i-create-a-new-contact?hsLang=en).

- Select individuals from your existing contact list by simply checking the box next to their names.

- Alternatively, you can create a new roster by inputting the details of multiple individuals at once. For guidance on this method, check out our [Adding Multiple Contacts](https://docs.caroo.com/help/how-do-i-add-multiple-contacts/addresses-at-a-time?hsLang=en) article.

4. After adding your recipients, you'll see a validation page flagging anyone with a missing anniversary date. If all recipients have valid dates, you can proceed to the next step.

5. Compose your anniversary gift message.

Keep your message personal and concise. You can include the recipient's name and a note acknowledging their specific milestone (e.g., "Congratulations on 3 years!") to make the recognition feel more meaningful.

6. Choose your start date for the campaign.

For milestone campaigns, the primary distinction lies in the "start date" options available to you:

- \*\*Immediate Start\*\*: Your subscription will activate right away, and recipients will receive their anniversary emails on the date you initiated the campaign.

- \*\*Future Start Date\*\*: You can select a specific date for your campaign to commence, with emails being sent out at that designated time.

We recommend setting a future start date for the day after you create your campaign (for example, if you set up your campaign on August 1st, choose August 2nd at 9:00 AM). This approach ensures that your recipients receive their anniversary emails promptly at the beginning of their special day!

7. After entering your payment information, click on "Place Order" to finalize your campaign setup. Your automated anniversary campaign will then be activated and ready to deliver gifts to your recipients!

### 🔄 What happens next?

Once your campaign is live:

- The platform will automatically check for upcoming anniversaries
- It will send the selected gift to each eligible recipient based on the timing rules
- All activity is visible in your **Orders** tab
- Recipients can leave feedback via the **Gratitude** tab

### 🔍 How to manage your campaign

You can:

- **Edit** the gift collection, message, or delivery timing at any time
- **Pause** the campaign temporarily (and resume it at any time from your campaign settings)
- **Replace or update recipient data** without disrupting the campaign flow

### 🧠 Pro Tips

- Use a Contact Group called “Anniversaries” to easily manage eligible recipients
- Combine with **Care Profiles** to ensure future gifts match evolving preferences
- Celebrate specific milestones (like 1, 3, or 5 years) by switching to a **Tiered Anniversary Campaign**

> Want to evolve this into a more personalized strategy? Explore tiered anniversary campaigns →

Want to evolve this into a more personalized strategy? [Explore tiered anniversary campaigns →](https://docs.caroo.com/help/how-to-set-up-a-tiered-anniversary-campaign?hsLang=en)

 

- [Getting Started](https://docs.caroo.com/help/getting-started?hsLang=en)
- [Sending & Managing Recognition](https://docs.caroo.com/help/sending-managing-recognition?hsLang=en)
- [Gifts, Recipient Choice & Personalization](https://docs.caroo.com/help/gifts-recipient-choice-personalization?hsLang=en)
- [Orders, Tracking & Delivery](https://docs.caroo.com/help/orders-tracking-delivery?hsLang=en)
- [For Recipients](https://docs.caroo.com/help/for-recipients?hsLang=en)
- [Account, Billing & Administration](https://docs.caroo.com/help/account-billing-administration?hsLang=en)
- [FAQ](https://docs.caroo.com/help/faq?hsLang=en)

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